| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 16,357 | $1.19M | $2.05M | $855,179.69 | 71.77% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 6,138 | $439,432.93 | $762,646.5 | $323,213.57 | 73.55% |
Alex Nunnamaker Schechter Investment Advisors LLC | 23,615 | $1.24M | $2.93M | $1.69M | 136.74% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,088 | $616,610.29 | $629,665.44 | $13,055.15 | 2.12% |
Bert D. Barre Colonial Trust Co. / SC | 6,381 | $456,420.48 | $783,108.22 | $326,687.74 | 71.58% |
Daniel Guy Ethos Financial Group LLC | 6,256 | $336,106.61 | $772,678.56 | $436,571.95 | 129.89% |
Richard S. Levenson Western Financial Corp./CA | 11,660 | $1.57M | $1.46M | -$113,197.12 | -7.19% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,780 | $180,785.38 | $219,313.8 | $38,528.42 | 21.31% |
Kellie Borror Daner Wealth Management LLC | 1,938 | $220,726.21 | $238,383.69 | $17,657.48 | 8% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 5,164 | $382,014.01 | $641,007.32 | $258,993.31 | 67.8% |
Loni Adams Daymark Wealth Partners LLC | 20,587 | $1.92M | $2.55M | $633,760.83 | 33.02% |
Brian Matter Creative Capital Management Investments LLC | 3,918 | $525,902.8 | $482,658.42 | -$43,244.38 | -8.22% |
Michael Snyder Beaumont Financial Advisors LLC | 4,045 | $270,408.69 | $502,712.6 | $232,303.91 | 85.91% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 4,328 | $236,531.53 | $546,150.32 | $309,618.79 | 130.9% |
Holly Skipper Verum Partners LLC | 1,631 | $228,213 | $206,941.28 | -$21,271.72 | -9.32% |
Jeffrey D. Munjack JDM Financial Group LLC | 38 | $2,378.8 | $4,744.3 | $2,365.5 | 99.44% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,564 | $133,132.31 | $196,063.04 | $62,930.73 | 47.27% |
Patrick D. Hayes Canopy Partners LLC | 1,923 | $269,143 | $241,067.28 | -$28,075.72 | -10.43% |
Sheryl Stephens Stephens Consulting LLC | 132 | $15,404 | $16,322.46 | $918.46 | 5.96% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,295 | $233,017.42 | $290,133.9 | $57,116.48 | 24.51% |